Honeywell International Inc (HON)vsProgressive Corp (PGR)
HON
Honeywell International Inc
$225.79
+1.90%
INDUSTRIALS · Cap: $143.53B
PGR
Progressive Corp
$202.84
-1.63%
FINANCIAL SERVICES · Cap: $120.67B
Smart Verdict
WallStSmart Research — data-driven comparison
Progressive Corp generates 134% more annual revenue ($87.64B vs $37.44B). PGR leads profitability with a 12.9% profit margin vs 12.6%. HON appears more attractively valued with a PEG of 2.01. PGR earns a higher WallStSmart Score of 67/100 (B-).
HON
Buy50
out of 100
Grade: C-
PGR
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-416.2%
Fair Value
$47.19
Current Price
$225.79
$178.60 premium
Margin of Safety
+76.9%
Fair Value
$900.43
Current Price
$202.84
$697.59 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Every $100 of equity generates 26 in profit
Generating 1.1B in free cash flow
Attractively priced relative to earnings
Every $100 of equity generates 41 in profit
Large-cap with strong market position
Earnings expanding 25.2% YoY
Generating 3.0B in free cash flow
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 10.3x book value
Revenue declined 3.3%
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : HON
The strongest argument for HON centers on Market Cap, Return on Equity, Free Cash Flow.
Bull Case : PGR
The strongest argument for PGR centers on P/E Ratio, Return on Equity, Market Cap. Revenue growth of 12.2% demonstrates continued momentum.
Bear Case : HON
The primary concerns for HON are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : PGR
The primary concerns for PGR are PEG Ratio.
Key Dynamics to Monitor
HON profiles as a declining stock while PGR is a value play — different risk/reward profiles.
HON carries more volatility with a beta of 0.90 — expect wider price swings.
PGR is growing revenue faster at 12.2% — sustainability is the question.
PGR generates stronger free cash flow (3.0B), providing more financial flexibility.
Bottom Line
PGR scores higher overall (67/100 vs 50/100) and 12.2% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Honeywell International Inc
INDUSTRIALS · CONGLOMERATES · USA
Honeywell International Inc. is an American publicly traded, multinational conglomerate headquartered in Charlotte, North Carolina. It primarily operates in four areas of business: aerospace, building technologies, performance materials and technologies (PMT), and safety and productivity solutions (SPS).
Progressive Corp
FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA
The Progressive Corporation is an American insurance company, one of the largest providers of car insurance in the United States. The company insures motorcycles, boats, RVs, and commercial vehicles and provides home insurance through select companies.
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